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Mumbai-based Waterfield Advisors to use Advent to 'form the backbone of the client support and service strategy,' at the firm.
Advent Software has been selected by Mumbai-based Waterfield Advisors Private Limited to help improve operational efficiency. Waterfield will employ Advent Portfolio Exchange for portfolio and client relationship managment and Advent's Moxy trade order management system.
"Given Advent's track record with private investment and family offices and the company's excellent reputation and experience in the industry, Advent was a clear choice for us to support our company's business development objectives and enable ongoing innovation," says Soumya Rajan, founding partner and managing director at Waterfield Advisors. "Waterfield's investment in Advent's portfolio management and accounting system and trade order management software will form the backbone of the client support and service strategy for the company."
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